IWB icon

iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,344 hedge funds and large institutions have $32.4B invested in iShares Russell 1000 ETF in 2024 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 390 increasing their positions, 420 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,344
Holders Change
+86
Holders Change %
+6.84%
% of All Funds
17.9%
Holding in Top 10
107
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+15.05%
% of All Funds
1.42%
New
151
Increased
390
Reduced
420
Closed
44
Calls
$25M
Puts
$84.8M
Net Calls
-$59.8M
Net Calls Change
-$126M

Top Buyers

1
Millennium Management
Millennium Management
New York
$809M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$3.14B
3
Bank of America
Bank of America
North Carolina
$1.32B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.51B
5
SMFG
Sumitomo Mitsui Financial Group
Japan
$129M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$704M
2
IAIM
International Assets Investment Management
Florida
$617K
3
Goldman Sachs
Goldman Sachs
New York
$589M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$3.17B
5
TRCT
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PMWMG
926
Parr McKnight Wealth Management Group
Minnesota
$450K +$450K +1,396 New
NC
927
Napatree Capital
Rhode Island
$447K +$447K +1,388 New
TCM
928
TD Capital Management
Tennessee
$447K -$12.6K -39 -3%
PCM
929
Pointe Capital Management
Michigan
$443K -$17.7K -55 -4%
Betterment LLC
930
Betterment LLC
New York
$441K -$366K -1,134 -45%
DAS
931
Diversify Advisory Services
Utah
$438K -$1.28K -4 -0.3%
CCG
932
Chatham Capital Group
Georgia
$437K – – –
PWM
933
Partners Wealth Management
California
$436K +$436K +1,352 New
MWM
934
Mittelman Wealth Management
Massachusetts
$435K +$435K +1,350 New
MWM
935
Modern Wealth Management
Kansas
$433K +$72.2K +224 +20%
AIA
936
AssuredPartners Investment Advisors
Florida
$430K +$430K +1,335 New
WA
937
Wealth Alliance
New York
$423K -$1.93K -6 -0.5%
PAMG
938
Patton Albertson Miller Group
Tennessee
$421K – – –
TLFA
939
True Link Financial Advisors
California
$420K -$21.9K -68 -5%
I
940
INVST
Indiana
$419K +$419K +1,300 New
WIA
941
Wetzel Investment Advisors
Indiana
$418K – – –
PTC
942
Private Trust Company
Ohio
$417K +$240K +745 +135%
AMG
943
Asset Management Group
Connecticut
$410K +$1.29K +4 +0.3%
AWA
944
Arete Wealth Advisors
Illinois
$409K +$45.4K +141 +13%
WFA
945
Wellspring Financial Advisors
Ohio
$408K +$1.29K +4 +0.3%
ASW
946
Astoria Strategic Wealth
Texas
$407K -$184K -572 -31%
AAS
947
Ameritas Advisory Services
Nebraska
$407K +$183K +568 +82%
HCM
948
Highview Capital Management
Illinois
$407K -$128K -396 -24%
USB
949
Union Savings Bank
Connecticut
$407K – – –
BF
950
Baring Financial
Washington
$406K +$406K +1,262 New
36 37
38
39 40